USMC vs EUFN

Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF).

5-Year PerformanceEUFN has outperformed USMC, delivering a return of +18.5% compared to +14.7%

USMC vs EUFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USMC(ETF)	EUFN(ETF)
Net Assets	$3.50B	$3.60B
Expense Ratio	0.12%	0.49%
Max Drawdown	29.97%	59.14%
Sharpe Ratio	1.28	1.11
5Y Beta	0.93	0.82
P/E Ratio	28.90	N/A
Forward P/E	20.98	N/A
PEG Ratio	0.50	N/A
5Y Dividends CAGR	-0.46%	33.53%
5Y EPS CAGR	29.41%	N/A
Debt to Equity	42.86%	N/A
P/S Ratio	5.41	N/A
P/B Ratio	6.95	N/A

Net Assets

USMC

$3.50B

Winner

EUFN

$3.60B

Expense Ratio

Winner

USMC

0.12%

EUFN

0.49%

Max Drawdown

Winner

USMC

29.97%

EUFN

59.14%

Sharpe Ratio

Winner

USMC

1.28

EUFN

1.11

5Y Beta

USMC

0.93

Winner

EUFN

0.82

P/E Ratio

USMC

28.90

EUFN

N/A

Forward P/E

USMC

20.98

EUFN

N/A

PEG Ratio

USMC

0.50

EUFN

N/A

5Y Dividends CAGR

USMC

-0.46%

Winner

EUFN

33.53%

5Y EPS CAGR

USMC

29.41%

EUFN

N/A

Debt to Equity

USMC

42.86%

EUFN

N/A

P/S Ratio

USMC

5.41

EUFN

N/A

P/B Ratio

USMC

6.95

EUFN

N/A

USMC vs EUFN - Historical Returns

Returns include dividend reinvestment.

Period	USMC	EUFN
1 month	+0.22%	+3.46%
3 months	+10.10%	+13.60%
6 months	+6.70%	+9.09%
1 year	+19.32%	+26.23%
5 years(CAGR)	+14.74%	+18.46%
10 years(CAGR)	+14.89%	+13.28%
Max(CAGR)	+14.89%	+7.19%

USMC

+0.22%

Winner

EUFN

+3.46%

USMC

+10.10%

Winner

EUFN

+13.60%

USMC

+6.70%

Winner

EUFN

+9.09%

USMC

+19.32%

Winner

EUFN

+26.23%

5Y(CAGR)

USMC

+14.74%

Winner

EUFN

+18.46%

10Y(CAGR)

Winner

USMC

+14.89%

EUFN

+13.28%

Max(CAGR)

Winner

USMC

+14.89%

EUFN

+7.19%

USMC vs EUFN - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	USMC	EUFN
2026	+6.97%	+3.52%
2025	+15.84%	+67.60%
2024	+30.19%	+18.14%
2023	+31.46%	+24.26%
2022	-17.74%	-9.61%
2021	+27.40%	+19.77%
2020	+14.89%	-9.99%
2019	+28.26%	+21.29%
2018	-2.42%	-23.77%
2017	+5.48%	+24.49%
2016	N/A	-0.66%
2015	N/A	-4.80%
2014	N/A	-7.21%
2013	N/A	+26.80%
2012	N/A	+31.10%
2011	N/A	-27.56%
2010	N/A	-3.91%

USMC vs EUFN Drawdown Comparison

The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.

The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.

The current USMC drawdown is -2.50%. The current EUFN drawdown is -0.10%.

Rank	USMC	EUFN
#1	-29.97% Feb 19, 2020 - Aug 18, 2020	-53.26% Jan 26, 2018 - Dec 1, 2023
#2	-24.11% Dec 29, 2021 - Jul 3, 2023	-43.38% Apr 29, 2011 - Sep 18, 2013
#3	-19.12% Feb 13, 2025 - Jul 3, 2025	-39.47% Jun 6, 2014 - Aug 1, 2017
#4	-16.19% Oct 2, 2018 - Mar 21, 2019	-27.21% Apr 13, 2010 - Nov 4, 2010
#5	-11.01% Jan 29, 2018 - Aug 27, 2018	-17.18% Nov 4, 2010 - Feb 1, 2011
#6	-10.30% Oct 29, 2025 - Apr 17, 2026	-15.95% Mar 18, 2025 - Apr 24, 2025
#7	-9.27% Sep 2, 2020 - Dec 1, 2020	-14.77% Feb 2, 2026 - Apr 17, 2026
#8	-9.13% Jul 31, 2023 - Nov 20, 2023	-11.87% Feb 17, 2011 - Apr 27, 2011
#9	-8.38% Jul 10, 2024 - Aug 30, 2024	-9.82% Jan 15, 2014 - Jun 5, 2014
#10	-5.90% Apr 29, 2019 - Jun 18, 2019	-9.16% Feb 3, 2010 - Mar 19, 2010
#11	-5.58% Jul 26, 2019 - Oct 28, 2019	-8.12% Jun 3, 2024 - Aug 19, 2024
#12	-5.44% Mar 20, 2024 - May 15, 2024	-6.88% Sep 26, 2024 - Jan 21, 2025
#13	-5.22% Feb 17, 2021 - Mar 29, 2021	-6.81% Nov 12, 2025 - Dec 10, 2025
#14	-4.45% Dec 17, 2024 - Jan 23, 2025	-6.20% Oct 22, 2013 - Dec 26, 2013
#15	-4.32% Sep 3, 2021 - Oct 20, 2021	-5.94% Aug 7, 2017 - Jan 2, 2018

Correlation

Correlation between USMC and EUFN is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2010 - 2026)

USMC vs EUFN dividend yield comparison.

Year	USMC	EUFN
2026	0.20%	0.00%
2025	0.79%	3.57%
2024	1.04%	5.36%
2023	1.35%	5.00%
2022	1.78%	4.24%
2021	1.53%	4.15%
2020	1.55%	1.38%
2019	2.01%	4.55%
2018	2.28%	6.48%
2017	0.24%	3.04%
2016	0.00%	4.03%
2015	0.00%	3.65%
2014	0.00%	3.35%
2013	0.00%	1.59%
2012	0.00%	2.91%
2011	0.00%	3.88%
2010	0.00%	1.80%